Financial Services Division
Lezam Insurance created our Financial Services Division to provide our customers help with retirement and health planning.
This division is lead by Roy Snarr, LACP, and Jason Fisher, experts in the services provided. Social Security and Medicare are vital parts of your retirement planning. We are happy to provide free consultative reviews to make sure you are utilizing these services to their maximum potential. We also offer life insurance, annuities and disability insurance to help you build a well-rounded retirement strategy.
Contact Us Today For a Free Financial Services Consultation
Roy Thomas Snarr, LACP
Lezam Financial Services in the Media
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Financial Services Companies Available Through Lezam
We work for our clients not the financial institutions! We have the ability to work with over 50 of the worlds oldest, most recognized and highly rated financial and insurance companies.
Retirement Income Planning
Social Security Maximization
Roth IRA conversion
IRA/Roth IRA Transfers
RMD distribution strategies
Long Term Care
Medicare Benefits Review
Medicare can be confusing. You need to know all your options so you don’t overpay and so you can receive maximum benefits from your Medicare. You often need to supplement your Medicare insurance to make sure you are protected when you need it. Lezam Financial Services offers complimentary Medicare reviews to help our customers make sure they are protected and to determine if they need a Medicare Supplement.
Contact our Medicare Advisor, Jason Fisher at firstname.lastname@example.org
Lezam is happy to offer a variety of life insurance products through our Financial Services Division. There are quite a few ways life insurance can benefit you, beyond the obvious payout of death benefits.
Contact our Life Agent, Roy Snarr at email@example.com
- Protection of assets from debtors
- Mortgage protection
- Estate planning/protection against inheritance taxes
- Providing funds for education
- Cash value accumulation for retirement funds
- Tax-deferred growth
An annuity is a long-term investment, usually used for retirement, issued by an insurance company and designed to protect you from the risk of outliving your income. Annuities can grow tax-deferred, and can then be converted into periodic payments that could last a lifetime, carrying you throughout your retirement without ever running dry. That can bring peace of mind! And a fixed annuity can actually prevent losses, regardless of market conditions.
Annuities are often a centerpiece in a strong retirement plan. Please contact us today to learn about the different types of annuities, how they grow, how they pay out, the advantages and disadvantages. Let’s see if annuities can help you to have a safer, fuller, happier retirement.
You are more likely to have a disability in your working lifetime than to die earlier in life. This can leave your family without an income, even if you have life insurance. Disability Insurance is often overlooked, but it can be the difference in keeping your lifestyle, your home and your family supported when facing a disability.
Contact us today to learn about the value of disability insurance, to get a quote, and to see if disability insurance should be a part of your portfolio.
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1640 HIGHLAND FALLS DR #101
LEANDER, TX 78756